Office Operations Associate – Wealth Management

Beacon Pointe; Campbell (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Beacon Pointe Advisors in Campbell, California, seeks an Office Management Associate to support daily operations and front-office activities for a wealth-management team serving high-net-worth clients.

This role requires a four-year degree, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. You will coordinate client meetings, manage the guest experience, prepare materials, and assist with events and office readiness.

Qualifications

• Four-year degree or equivalent experience required.
• Excellent interpersonal and verbal/written skills.
• Strong attention to detail with exceptional organization.
• Ability to work in a fast-paced, evolving environment and multitask.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365).

Responsibilities

• Establish and maintain a welcoming, professional environment for clients and visitors.
• Answer incoming calls and direct them appropriately; manage voice mail.
• Schedule all client meetings using Calendly and other channels.
• Prepare for client meetings by assembling statements and materials.
• Oversee front office operations, hospitality, and client communications.
• Input and update client information into CRM (Salesforce) and generate reports.
• Assist with events and office readiness during new hires, relocations, and openings.

Skills

Interpersonal skills

Verbal communication

Written communication

MS Office

Organization

Multitasking

Education

Four-year degree

Tools

Salesforce

PowerPoint

Job description

Beacon Pointe Advisors in Campbell, California, seeks an Office Management Associate to support daily operations and front-office activities for a wealth-management team serving high-net-worth clients.

This role requires a four-year degree, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. You will coordinate client meetings, manage the guest experience, prepare materials, and assist with events and office readiness.